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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,768 | $84,236-74.2% | $170,435-87.2% | $70,126-69.0% |
| Participation rate | 26.1% | 70.8%-44.7pp | 83.6%-57.5pp | 69.5%-43.4pp |
| Annual return | 21.37% | 23.06%-1.7pp | 205.94%-184.6pp | 73.15%-51.8pp |
| Employer contribution / active EE | $307 | $3,387-90.9% | $5,432-94.3% | $2,343-86.9% |
| Participant deferral / active EE | $838 | $3,086-72.8% | $4,939-83.0% | $3,332-74.8% |
| Admin fee / account holder | $348 | $5,698-93.9% | $13,881-97.5% | $4,645-92.5% |